What retirement issue has hit you or your clients out of left field, and how did you resolve it?
The recent recession has really challenged investors in understanding whether their financial goals are still accomplishable.
They acknowledge that significant portfolio losses, high unemployment and global unease are affecting their original retirement plans, but don’t know to what extent.
Investors are looking for more clarity and cohesiveness within their portfolio strategy, and comprehensive financial plans are able to offer just that.
If investors have not completed one, they are seeking it out in order to find the answers and understand exactly where they stand relative to their financial goals.
What prospecting methods have been most successful for you in attracting retirement-planning clients?
I’ve been hosting financial-planning seminars that explain the process I take in helping clients create a strategy towards retirement. Once the plan has been completed and implemented, I ask the new client for a referral.
Do you face any frequently occurring retirement-planning mistakes with prospects?
There are a few recurring retirement planning mistakes that I come across and often times in conjunction with each other.